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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$14.57
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets1.33B
Hartford Balanced Income R4
Price$14.69
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets11.86B
FMUFX vs HBLSX Comparison Chart
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FMUFX vs. HBLSX commentary
Jun 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a Buy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 11.9B vs. FMUFX (1.33B). HBLSX pays higher dividends than FMUFX: HBLSX (3.26) vs FMUFX (2.13). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). FMUFX (1.08) is less costly to investors than HBLSX (0.96). HBLSX is a more actively managed with annual turnover of: 61.00 vs. FMUFX (23.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). HBLSX annual gain was more profitable for investors over the last year : 4.97 vs. FMUFX (3.82). FMUFX return over 5 years is better than : 29.68 vs. HBLSX (16.37).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | 0.99 | 0.96 | 103% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 0.140 | 4.453 | 3% |
| Front Load | 1% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.33B | 11.9B | 11% |
| Annual Yield % from dividends | 2.13 | 3.26 | 65% |
| Returns for 1 year | 3.82 | 4.97 | 77% |
| Returns for 3 years | 22.16 | 16.20 | 137% |
| Returns for 5 years | 29.68 | 16.37 | 181% |
| Returns for 10 years | 43.11 | 36.90 | 117% |
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